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Aquila Tax-Free Trust of Oregon A (ORTFX)

Nasdaq - Nasdaq Precio retrasado. Moneda en USD.
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10.290.00 (0.00%)
Al cierre: 08:01PM EDT

Información general del desempeño

Índice de retornos de MorningstarN/D1
Retorno anual acumulado-0.51%
Retorno promedio a 5 años0.27%
Número de años al alza30
Número de años a la baja7
Mejor retorno total a 1 año (20 jun 2024)10.93%
Peor retorno total en 1 año (20 jun 2024)N/D
Mejor retorno total a 3 años10.93%
Peor retorno total en 3 años-1.26%

Últimos retornos (%) vs. índices de referencia

Los periodos superiores a 1 año se anualizan.
RetornoORTFXCategoría
AIF-1.68%0.46%
1 mes-0.39%0.14%
3 meses-1.46%1.06%
1 año1.23%2.50%
3 años-1.65%3.78%
5 años0.07%2.16%
10 años1.17%3.15%
Último mercado alcista4.73%4.22%
Último mercado bajista-1.69%4.64%

Historial del rendimiento total anual (%)

Año
ORTFXCategoría
2024
N/DN/D
2023
3.34%N/D
2022
-6.37%N/D
2021
-0.52%N/D
2020
4.21%3.92%
2019
5.11%5.69%
2018
0.57%0.66%
2017
2.90%3.59%
2016
-0.37%-0.28%
2015
2.81%2.36%
2014
6.92%6.85%
2013
-2.48%-2.82%
2012
5.78%4.75%
2011
9.83%8.90%
2010
1.18%1.65%
2009
10.93%11.29%
2008
-1.17%-2.81%
2007
2.85%2.05%
2006
3.64%3.77%
2005
2.49%2.08%
2004
3.95%2.88%
2003
4.89%4.03%
2002
8.91%8.12%
2001
4.55%4.37%
2000
10.08%9.62%
1999
-1.98%-2.66%
1998
5.46%5.38%
1997
7.54%7.78%
1996
3.72%3.39%
1995
13.91%14.83%
1994
-3.77%-4.65%
1993
10.10%10.37%
1992
7.76%8.27%
1991
11.00%10.73%
1990
6.57%6.11%
1989
9.72%10.10%
1988
8.78%10.38%
1987
1.07%-0.54%
1986
N/D18.05%

Retornos del último trimestre (%)

AñoT1T2T3T4
2024-0.42%N/DN/DN/D
20231.81%-0.87%-2.33%4.84%
2022-5.47%-1.69%-2.49%3.33%
2021-1.13%0.63%-0.44%0.43%
20200.35%2.60%0.48%0.73%
20192.12%1.52%1.11%0.29%
2018-1.16%0.49%-0.26%1.51%
20171.04%1.32%0.58%-0.06%
20161.35%1.65%-0.36%-2.94%
20151.23%-0.62%1.42%0.77%
20142.35%2.23%0.98%1.20%
2013-0.12%-2.87%0.44%0.08%
20121.09%1.88%2.04%0.65%
20110.81%2.97%3.77%1.95%
20100.64%1.85%3.18%-4.34%
20094.16%1.66%5.56%-0.77%
2008-0.43%0.78%-3.21%1.75%
20070.56%-0.89%1.83%1.34%
2006-0.11%-0.22%3.12%0.84%
2005-0.56%3.00%-0.49%0.55%
20041.46%-2.19%3.72%1.00%
20031.31%2.65%-0.23%1.09%
20021.01%3.40%4.47%-0.18%
20011.75%0.87%2.36%-0.48%
20002.58%1.16%2.07%3.92%
19990.55%-1.50%-0.41%-0.62%
19980.88%1.22%2.37%0.89%
19970.22%2.44%2.38%2.31%
1996-0.80%0.63%1.92%1.95%
19955.95%1.81%2.55%2.99%
1994-3.99%0.58%0.67%-1.02%
19933.59%2.39%2.72%1.05%
19920.22%3.67%2.19%1.49%
19911.99%1.76%3.60%3.23%
19900.09%2.18%0.20%3.99%
19891.37%5.24%-0.34%3.20%
19882.54%1.92%2.68%1.37%
19872.18%-5.52%-1.22%5.98%
1986-0.11%4.28%N/DN/D

Rango en categoría (por retorno total)

AIF55
1 mes46
3 meses52
1 año73
3 años50
5 años65

Retornos ajustados por comisiones

1 año-1.81%
3 años-2.64%
5 años-0.54%
10 años0.87%